Unclaimed Profile

Jennifer M Watson

HERITAGE FINANCIAL SERVICES, LLC·WESTWOOD, Massachusetts

Series 7, Series 24, Series 53, Series 63, Series 66Clean record17 years registeredHERITAGE FINANCIAL SERVICES, LLC

100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090CRD# 2791465Firm CRD# 127268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer M Watson · WESTWOOD, MA

Registration

CRD #2791465 · HERITAGE FINANCIAL SERVICES, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Mar 2026 – present

HERITAGE FINANCIAL SERVICES

Mar 2009 – Mar 2026

WESTWOOD, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · March 3, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE FINANCIAL SERVICES, LLC

CRD 127268 · SEC 801-64494

AUM

$2.5B

Regulatory assets under management

Employees

5,806 client accounts

Services offered by HERITAGE FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HERITAGE FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer M Watson offer?

Jennifer M Watson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTWOOD, Massachusetts for a consultation.

What are Jennifer M Watson's credentials?

Jennifer M Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer M Watson located?

Jennifer M Watson is based in WESTWOOD, Massachusetts, working with HERITAGE FINANCIAL SERVICES, LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.

How does Jennifer M Watson charge for services?

Jennifer M Watson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE FINANCIAL SERVICES, LLC?

HERITAGE FINANCIAL SERVICES, LLC has approximately 44 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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